Purchases and Sales Made in Q1 2025 in Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Divide (SDY) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR SERIES TR SPDR S&P DIVIDE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-51- 1.68% |
$6.57K - $7.07K
|
2.98K
$415K
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-52- 3.38% |
$6.69K - $7.21K
|
1.49K
$207K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-52- 0.94% |
$6.69K - $7.21K
|
5.48K
$764K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-52- 0.38% |
$6.69K - $7.21K
|
13.7K
$1.91M
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-55- 0.99% |
$7.08K - $7.63K
|
5.51K
$767K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-55- 75.34% |
$7.08K - $7.63K
|
18
$2.51K
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-56- 3.03% |
$7.21K - $7.77K
|
1.79K
$250K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-58- 0.29% |
$7.47K - $8.04K
|
20.2K
$2.81M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-59- 0.36% |
$7.6K - $8.18K
|
16.3K
$2.27M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-60- 0.12% |
$7.72K - $8.32K
|
48K
$6.68M
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-62- 1.35% |
$7.98K - $8.6K
|
4.53K
$632K
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-65- 1.48% |
$8.37K - $9.01K
|
4.33K
$603K
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-66- 4.21% |
$8.5K - $9.15K
|
1.5K
$209K
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-69- 5.18% |
$8.88K - $9.57K
|
1.26K
$176K
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-70- 40.0% |
$9.01K - $9.71K
|
105
$14.6K
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-71- 0.88% |
$9.14K - $9.85K
|
8.03K
$1.12M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-72- 5.79% |
$9.27K - $9.98K
|
1.17K
$163K
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-73- 0.49% |
$9.4K - $10.1K
|
14.8K
$2.06M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-75- 2.22% |
$9.66K - $10.4K
|
3.3K
$460K
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-76- 2.45% |
$9.78K - $10.5K
|
3.03K
$422K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-81- 1.56% |
$10.4K - $11.2K
|
5.1K
$710K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-83- 4.53% |
$10.7K - $11.5K
|
1.75K
$244K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-85- 25.0% |
$10.9K - $11.8K
|
255
$35.5K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-89- 1.47% |
$11.5K - $12.3K
|
5.96K
$830K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-90- 2.78% |
$11.6K - $12.5K
|
3.15K
$439K
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-91- 5.03% |
$11.7K - $12.6K
|
1.72K
$239K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-91- 0.15% |
$11.7K - $12.6K
|
59.6K
$8.3M
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-96- 1.0% |
$12.4K - $13.3K
|
9.47K
$1.32M
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-96- 2.14% |
$12.4K - $13.3K
|
4.4K
$613K
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-97- 4.35% |
$12.5K - $13.5K
|
2.13K
$297K
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-97- 0.62% |
$12.5K - $13.5K
|
15.5K
$2.17M
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-97- 3.98% |
$12.5K - $13.5K
|
2.34K
$326K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-98- 4.54% |
$12.6K - $13.6K
|
2.06K
$287K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-100- 9.31% |
$12.9K - $13.9K
|
974
$136K
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-100- 0.71% |
$12.9K - $13.9K
|
13.9K
$1.94M
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-100- 0.93% |
$12.9K - $13.9K
|
10.7K
$1.48M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100- 0.68% |
$12.9K - $13.9K
|
14.6K
$2.03M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-100- 1.77% |
$12.9K - $13.9K
|
5.57K
$775K
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-105- 3.19% |
$13.5K - $14.6K
|
3.18K
$443K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-106- 4.49% |
$13.6K - $14.7K
|
2.25K
$314K
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-108- 1.06% |
$13.9K - $15K
|
10.1K
$1.41M
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-108- 0.6% |
$13.9K - $15K
|
17.9K
$2.49M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-110- 0.75% |
$14.2K - $15.3K
|
14.6K
$2.03M
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-113- 6.09% |
$14.5K - $15.7K
|
1.74K
$243K
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-115- 3.54% |
$14.8K - $15.9K
|
3.13K
$436K
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-116- 0.98% |
$14.9K - $16.1K
|
11.8K
$1.64M
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-118- 4.25% |
$15.2K - $16.4K
|
2.66K
$370K
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-120- 2.56% |
$15.4K - $16.6K
|
4.57K
$636K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-121- 1.87% |
$15.6K - $16.8K
|
6.34K
$883K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-123- 1.09% |
$15.8K - $17.1K
|
11.1K
$1.55M
|